Relationship Specialist - RIA/BT
Capital GroupLos Angeles
Posted February 9, 2026
99984 - 159174 USD
Full Time
About the Company
Capital Group is a global investment management company that empowers associates to build successful and prosperous careers.
Job Description
Capital Group is seeking a Relationship Specialist - RIA/BT to establish and maintain relationships with Registered Investment Advisors (RIAs) to provide financial consultation on Capital Group’s products. The role involves partnering with Relationship Managers to advise on practice management and investment services, identifying cross-selling and prospecting opportunities, and collaborating with the team to design client retention plans. The ideal candidate is tech-savvy, has experience with strategic business planning, and can deliver effective presentations.
Requirements
- Hold the SIE license to apply
- Obtain the Series 7 and 66 licenses after being hired
- Develop and execute strategic business and coverage plans for a group of territories
- Manage relationships with a trajectory towards growth
- Deliver effective presentations to promote products and services
Benefits
- Competitive salary
- Bonuses
- Benefits from day one
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Annual grants for charitable organizations
- On-demand professional development resources
- Retirement plan with Capital contributing 15% of eligible earnings